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Franklin Resources shares owned by San Luis Wealth Advisors

Quarter-by-quarter ownership of Franklin Resources (BEN) shares owned by San Luis Wealth Advisors from 13F filings

Historical chart of San Luis Wealth Advisors investment in Franklin Resources

Tip: Access up to 7 years of quarterly data

All positions including Franklin Resources held by San Luis Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Franklin Resources by San Luis Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $735k 32k 23.13
2025-06-30 $789k 33k 23.85

More positions owned by San Luis Wealth Advisors

Ea Series Trust Marketdesk Focus (FDIV)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Apple (AAPL)
NVIDIA Corporation (NVDA)
Ssga Active Etf Tr Spdr Tr Tactic (TOTL)
Vanguard Malvern Fds Core Bd Etf (VCRB)
Vanguard Mun Bd Fds Core Tax Exempt (VCRM)
Microsoft Corporation (MSFT)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Ishares Tr Core Divid Etf (DIVB)
Alphabet Cap Stk Cl A (GOOGL)
Amazon (AMZN)
Tesla Motors (TSLA)
Vanguard Specialized Funds Div App Etf (VIG)
Target Corporation (TGT)

View all positions for San Luis Wealth Advisors

Top funds holding Franklin Resources

Vanguard Group
Power Corporation of Canada
BlackRock
State Street Corporation
Dimensional Fund Advisors
Invesco
Royal Bank of Canada
Geode Capital Management
ProShare Advisors
Goldman Sachs Group
Citadel Advisors
Morgan Stanley
Northern Trust
UBS Group
Azora Capital

View all funds holding Franklin Resources